Lido Advisors
SLQD icon

Lido Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Lido Advisors’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.25M Buy
103,890
+760
+0.7% +$38.5K 0.02% 446
2025
Q4 		$5.24M Sell
103,130
-30
-0% -$1.52K 0.02% 452
2025
Q3 		$5.24M Buy
103,160
+4,397
+4% +$222K 0.02% 435
2025
Q2 		$5M Sell
98,763
-175,165
-64% -$8.79M 0.02% 373
2025
Q1 		$13.8M Sell
273,928
-3,345
-1% -$167K 0.06% 195
2024
Q4 		$13.8M Sell
277,273
-12,085
-4% -$603K 0.06% 176
2024
Q3 		$14.6M Buy
289,358
+83,615
+41% +$4.17M 0.07% 148
2024
Q2 		$10.1M Buy
205,743
+93,011
+83% +$4.56M 0.06% 175
2024
Q1 		$5.55M Buy
112,732
+40,016
+55% +$1.97M 0.03% 265
2023
Q4 		$3.58M Sell
72,716
-1,370
-2% -$66.2K 0.02% 302
2023
Q3 		$3.56M Buy
74,086
+173
+0.2% +$8.32K 0.03% 291
2023
Q2 		$3.56M Buy
73,913
+18,330
+33% +$886K 0.03% 270
2023
Q1 		$2.69M Buy
55,583
+36,520
+192% +$1.76M 0.03% 288
2022
Q4 		$912K Buy
+19,063
New +$908K 0.01% 429
2022
Q2 		– Sell
-11,909
Closed -$587K – 1055
2022
Q1 		$587K Buy
+11,909
New +$597K 0.01% 550
2021
Q4 		– Sell
-8,248
Closed -$426K – 1040
2021
Q3 		$426K Sell
8,248
-620
-7% -$32.1K 0.01% 646
2021
Q2 		$460K Sell
8,868
-144
-2% -$7.47K 0.01% 570
2021
Q1 		$467K Sell
9,012
-576
-6% -$29.9K 0.01% 520
2020
Q4 		$500K Sell
9,588
-3,241
-25% -$169K 0.01% 476
2020
Q3 		$669K Sell
12,829
-1,572
-11% -$82K 0.02% 329
2020
Q2 		$751K Buy
14,401
+463
+3% +$23.8K 0.02% 282
2020
Q1 		$699K Sell
13,938
-10,619
-43% -$538K 0.03% 275
2019
Q4 		$1.25M Sell
24,557
-10,783
-31% -$551K 0.05% 229
2019
Q3 		$1.81M Sell
35,340
-9,273
-21% -$473K 0.09% 134
2019
Q2 		$2.27M Sell
44,613
-75,683
-63% -$3.82M 0.13% 98
2019
Q1 		$6.07M Sell
120,296
-8,078
-6% -$404K 0.39% 43
2018
Q4 		$6.36M Buy
128,374
+50,979
+66% +$2.52M 0.63% 27
2018
Q3 		$3.84M Sell
77,395
-1,425
-2% -$70.7K 0.37% 40
2018
Q2 		$3.91M Buy
78,820
+61,892
+366% +$3.07M 0.45% 36
2018
Q1 		$841K Buy
16,928
+7,217
+74% +$360K 0.12% 118
2017
Q4 		$488K Buy
+9,711
New +$489K 0.07% 154

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors's SLQD Position: Q1 2026 in Review

Lido Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.74% in Q1 2026, buying an estimated $38.5K and bringing the position to 103,890 shares worth $5.25M. The position accounts for 0.02% of the portfolio, ranked #446.

Lido Advisors first reported a position in SLQD in Q4 2017 and has held it in 31 quarters since. The position peaked at $14.6M in Q3 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Lido Advisors held 103,890 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.25M as of Q1 2026.
  • Lido Advisors bought 760 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $38.5K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #446 holding.
  • Lido Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • Lido Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $14.6M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.